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Post by jlaw277 on May 18, 2017 10:35:43 GMT -5
When Mike posted this picture from Seattle: Tweet
He was 1 mile from AMZN HQ. I had thought he was there maybe for RLS but this might also make some sense seeing as OneDrop has a pre-existing relationship with AMZN. Just speculating. |
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Post by kc on May 18, 2017 10:54:45 GMT -5
Maybe RLS is tied to all the One Drop stuff and doing the research for a DTC program.
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Post by agedhippie on May 18, 2017 10:59:12 GMT -5
When Mike posted this picture from Seattle: Tweet
He was 1 mile from AMZN HQ. I had thought he was there maybe for RLS but this might also make some sense seeing as OneDrop has a pre-existing relationship with AMZN. Just speculating. By existing relationship you mean that Amazon lists One Drop on their web site along with sun loungers, dog chew toys, and electric drills. Being on Amazon is simply a case of paying Amazon a margin to add you and anyone can do it. There is no investment by Amazon in this (any more than there is in sun loungers, dog chew toys,...) |
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Post by buyitonsale on May 18, 2017 11:05:59 GMT -5
RLS to market non toxic and precisely dosed cannabis (HappyHale) via Amazon. Shipping only to states where legalized. Why not  |
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Post by jlaw277 on May 18, 2017 11:53:10 GMT -5
Haha. Ok, Aged fair enough on the sun loungers, however, Jeff Dachis isn't some guy selling used toys out of his spare bedroom nor are OneDrop's investors (meaning networking & connections). He also is approaching Amazon with a user base of 200,000+ people in 200 countries looking for a possible subscription (on-going) delivery which creates a "sticky" customer. Something tells me OneDrop did a little more recon and negotiating than the average sun lounger vendor especially since they are also included on the Amazon Launchpad. Add to that AMZN's known interest in the pharmacy space (see article) plus addressing one of the largest patient markets. Plus, last I checked getting into Apple's store wasn't an easy task which might indicate that Jeff is getting more attention than a cheap vendor on AMZN. Also, just to clarify, I never implied that there was an AMZN investment. As I said, speculating was the purpose of the post, made more relevant by the fact that Amazon was mentioned at the MNKD shareholder meeting which I don't think was done lightly. I will leave you with an excerpt from the article I linked to above: "Amazon often tests new product lines in non-U.S. markets, before it assesses whether to roll it out in the domestic market. The company tested its secret drone-delivery program in Canada, for instance.
In the United States alone, more than 4 billion prescriptions are ordered every year. In 2015, patients, insurance companies and other payers spent an estimated $300 billion on prescription drugs.
For Amazon, it's a lucrative market that would require navigating a variety of existing players. For consumers with a high dollar deductible, Amazon could someday be a go-to destination to shop for drugs.
"I think Amazon would introduce a lot of transparency to what drugs really cost," said Stephen Buck, a health entrepreneur and co-founder of GoodRx, a service that promises to save consumers on the price of prescriptions. Buck sees a slew of potential opportunities for Amazon, including a product that competes with pharmacy benefits management giants like Express Scripts and CVS Health." |
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Post by kc on May 18, 2017 12:50:17 GMT -5
The Amazon Effect: The One Touch folks know what's going on. Everybody wants an app to help them live better and healthier. Empowered Healthcare consumer.
Digital health: a changing landscape? www.medicalplasticsnews.com/news/digital-health-a-changing-landscape/
What does digital health mean for revenue streams in the medical device market? Vince Schaller, director, health practice, at healthcare branding group SGK writes “Ask your doctor if it’s right for you.” That advice is still sound. But today, consumers are increasingly asking themselves, before they even schedule a doctor’s appointment, “What are the right choices for me?”
Call it the increasing consumerism of health and wellness. Or, in the words of Kristin Hambelton, one of many CMOs who are bringing traditional marketing strategies to healthcare-oriented enterprises, call it the “Amazon Effect.” As Hambelton explains, “We want what we want, when we want it, and if we can’t get it from one place we’ll just keep looking until someone meets our needs.”
New choices, increased competition, ubiquitous information
Medical device manufacturers are facing a new reality: the empowered healthcare consumer. It’s a transformation driven in part by the proliferation of choices and the easy availability of product information and reviews - in other words, the “Amazon Effect”. But there are other powerful drivers as well.
Consumers are paying far more attention to the health, nutritional, and fitness benefits of the brands they buy, using information they find on the internet, through social media, and on a growing selection of “clean label” products to guide their choices.
Consumers are looking for continuous support for their health and wellness goals, not just a few words of advice at their yearly doctor’s appointment. That’s why mobile healthcare has become a top industry trend, with the number of users who have downloaded a health or fitness app doubling to 32% in just two years. The mobile health app category is expected to grow at a CAGR of 15 percent to reach £25 billion by 2020.
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Post by kc on May 18, 2017 12:54:38 GMT -5
When Mike posted this picture from Seattle: Tweet
He was 1 mile from AMZN HQ. I had thought he was there maybe for RLS but this might also make some sense seeing as OneDrop has a pre-existing relationship with AMZN. Just speculating. The Love machine !
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Post by dreamboatcruise on May 18, 2017 20:01:55 GMT -5
When Mike posted this picture from Seattle: Tweet
He was 1 mile from AMZN HQ. I had thought he was there maybe for RLS but this might also make some sense seeing as OneDrop has a pre-existing relationship with AMZN. Just speculating. By existing relationship you mean that Amazon lists One Drop on their web site along with sun loungers, dog chew toys, and electric drills. Being on Amazon is simply a case of paying Amazon a margin to add you and anyone can do it. There is no investment by Amazon in this (any more than there is in sun loungers, dog chew toys,...) Are you implying having one's product on Amazon isn't an exclusive club? Doesn't Jeff Bezos approve each product personally after meeting with the CEO of the manufacturer? |
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Post by agedhippie on May 18, 2017 20:42:13 GMT -5
Haha. Ok, Aged fair enough on the sun loungers, however, Jeff Dachis isn't some guy selling used toys out of his spare bedroom nor are OneDrop's investors (meaning networking & connections). He also is approaching Amazon with a user base of 200,000+ people in 200 countries looking for a possible subscription (on-going) delivery which creates a "sticky" customer. Something tells me OneDrop did a little more recon and negotiating than the average sun lounger vendor especially since they are also included on the Amazon Launchpad. Add to that AMZN's known interest in the pharmacy space (see article) plus addressing one of the largest patient markets. Plus, last I checked getting into Apple's store wasn't an easy task which might indicate that Jeff is getting more attention than a cheap vendor on AMZN. Also, just to clarify, I never implied that there was an AMZN investment. As I said, speculating was the purpose of the post, made more relevant by the fact that Amazon was mentioned at the MNKD shareholder meeting which I don't think was done lightly. OneDrop has 200,000 subscribers? I think the country count is out though, there are only 196 countries in total and I am willing to bet there coverage is far far lower. Amazon has a couple of subscription models that handle repeats which OneDrop could use today. I am curious to see how this get fulfilled but it's definitely easier than setting up your own fulfillment. It's not difficult to get into the Apple App store, it just takes time. |
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Post by jlaw277 on May 19, 2017 9:51:33 GMT -5
Interesting that Dachis retweeted the following articles in the last 24 hours. Also interesting (just interesting) to consider that Amazon is running a beta test of its pharmacy offering in Japan, where it was once said that Afrezza would be very popular due to widespread needle phobia. agedhippie Thank you for your perspective. Definitely helpful to consider all sides. FYI, I got the 200,000 subs / 200 countries from the One Drop site ( onedrop.today/blog/2017/05/02/one-drop-on-amazon-prime/) Re the Apple Store, I wasn't referring to the App store but rather to the hardware store ( www.apple.com/shop/iphone/iphone-accessories/health-fitness?page=1#!&f=healthmonitor&fh=35f7%2B45f8) which looks quite a bit more selective. Also on the Apple topic, Dachis also tweeted this: From the article it looks like Apple has a prototype wristwatch glucose monitor. So it actually exists now. I was interested that Dachis tweeted this as I would think that would be a scary prospect for One Drop but maybe he is being intellectually honest. I think it is encouraging for Afrezza though given the real-time nature and how quickly they won over Dachis who is focusing on a more tech savvy and demanding user base. Recognition of Afrezza's relevant attributes could be the case for users of an Apple glucose monitor or maybe Apple itself. Needless to say, I am glad MNKD has hooked up with Dachis as I think the relationship brings a more sophisticated approach to what could be some meaningful opportunities in thinking outside the box. |
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Post by dreamboatcruise on May 19, 2017 10:11:42 GMT -5
RLS to market non toxic and precisely dosed cannabis (HappyHale) via Amazon. Shipping only to states where legalized. Why not Because cannabis is not really legal anywhere in US. It is still considered a controlled substance by feds. Amazon will not get into this business with overhang of federal prosecution. IMO |
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Post by lennymnkd on May 19, 2017 10:23:14 GMT -5
It's becoming a well know fact "AMAZON" would like to get in the PBM BUISNESS ... might be a little tough with dog bones, screwdrivers, drills , they might have a slightly better chance with a onedrop/AFREZZA package .
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Post by agedhippie on May 19, 2017 11:00:31 GMT -5
It's becoming a well know fact "AMAZON" would like to get in the PBM BUISNESS ... might be a little tough with dog bones, screwdrivers, drills , they might have a slightly better chance with a onedrop/AFREZZA package . I'm all in favor of Amazon getting into the PBM business because I have yet to find a PBM I don't hate so competition is good. Ultimately I don't think they will do it because Amazon is really a technology company, and it's difficult to see how a PBM isn't a regulated logistics company (with really bad customer relations). If Amazon want to go down this path could they please buy Rite Aid for their PBM and take these RAD shares off my hand? |
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Post by lennymnkd on May 19, 2017 11:20:19 GMT -5
Your not happy with Walgreens/ like everything else "maybe"
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Post by kc on May 19, 2017 11:42:41 GMT -5
It's becoming a well know fact "AMAZON" would like to get in the PBM BUISNESS ... might be a little tough with dog bones, screwdrivers, drills , they might have a slightly better chance with a onedrop/AFREZZA package . I'm all in favor of Amazon getting into the PBM business because I have yet to find a PBM I don't hate so competition is good. Ultimately I don't think they will do it because Amazon is really a technology company, and it's difficult to see how a PBM isn't a regulated logistics company (with really bad customer relations). If Amazon want to go down this path could they please buy Rite Aid for their PBM and take these RAD shares off my hand?I have Rite Aid shares too and added more with their recent dip. RAD is not an attractive company and if the SEC nixes the deal then I bet that Amazon does come in with a nice cash offer to get the PBM which is a great asset of RAD and they also get some retail foot print which they could leverage or spin off. I would bet that WBA and CVS Caremark along with other Pharmacy PBM and retail players are not looking forward to Amazon entering the Market. Good time to add some RAD shares to take the pain away from our MannKind shares. |
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